Creating Assignments Using Cost Object Matching

Access the Enter/Revise Assignment Definition form.

To create an assignment using cost object matching:

1. Complete the Assignment and Sequence Description fields on the Enter/Revise tab on the Enter/Revise Assignment Definition form.

2. Select one of the following calculation types:

   • Variable Numerator

   • Rate Based

   • Rate Calculation

     Do not use the index computation type for cost object matching.

     Depending on the calculation type that you select, some options and fields described in the following steps might not apply. If an option or field is not available for input, continue to the next step.

3. Select either the Cost Analyzer or Driver option in the From (source) area of the form.

4. Enter a version in the Version field in the From (source) area of the form.

5. Select one of the following options in the Based On area of the form:

   • Cost Analyzer (Based On)

   • Driver (Based On)

   • Rate

6. Enter a version in the Version field in the Based On area of the form.

7. Complete the Period From, Fiscal Year From, Period Through, and Fiscal Year Through fields in the FROM area of the form on the Date Definition tab.

8. Complete the Period From, Fiscal Year From, Period Through, Fiscal Year Through, and Effective Date fields in the BASED ON area of the form.

9. Complete the Period From, Fiscal Year From, Period Through, Fiscal Year Through, and Effective Date fields in the TO area of the form.

10. Select one of the following assignment frequency options:

    • Monthly

    • Quarterly

    • Annually

11. Select the Match option for each item that uses cost object matching on the Apply To tab.

    For each item on the Apply To tab, you must select the From, Based On, Match, or Specify option. The option that you select depends on the calculation type. The default option is From.

12. Click OK.